OT: Stock and Investment Thread
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I understand that, but in terms of TSLA I'm seeing an EPS(TTM) of 1.92, but if you look at the last 4 qtr's you see a combined eps of around $4. The most recent qtr alone they had an EPS of $1.45.
not sure. Obviously EPS(TTM) is calculated differently from the EPS you calculated but not sure where the descrepency in the calculations are to lead to the difference you are seeing.
Been investing a long time and I’ve never seen a stock that people go so out of their way to make excuses for after selling. People must be afraid of pissing off Musk, the world’s richest man.
Musk needs to be careful with his pro-China sentiment because it will only help domestic companies like Ford. But He’s no different than big mouths like Lebron. Will bash the U.S. Gov’t to no end but China gets a free-pass because it’s all about $$$.
Yeah, Lebron is willing to be a total hypocrite and ignore human rights violations as long as there are enough zeros at stake.
Be interested in what he says when China comes calling for any technology Tesla, Space X etc. develops. He does have a tendency to "open mouth, insert foot".
Hey, 1,000,000 people in reeducation/organ donor camps pales in comparison to roughing up a suspect.
The Supply chain debacle may be what ultimately triggers a correction. It’s getting really bad and it’s becoming clear that Powell is either not being transparent about inflation or is an idiot.
I don't think he expected this level of continued supply chain issues. You'd think these things would be clearing up, but it seems they are getting worse.
He's an idiot and he is lying. Truth is they have no choice but to keep doing what they are doing.
Did you guys see two fed presidents resigned this week for basically insider trading? Of course nothing will happen to them.
the forced power outages in asia on top of everything only making it more brutal
was excited to get containers for $9k last night (which is absurd to begin with), piggybacking somebody's chartered vessel , this morning find out it's not avail anymore
Because he should have never taken the job! Ha.
He does have choices but the powers that be will never let him do what needs to be done. He is a useful idiot.
What needs to be done? Taper? Raise interest rates? Do either of these things unclog the supply chain?
I'm not sure the Fed can fix the supply chain issues. That's more of a labor/incentive issue.
This is a +25 year problem of too much money printing and too much debt. It's going to be very painful to fix, but to keep kicking the can down the road will eventually end in catastrophe. It also can't be fix solely by the Fed, but would require the whole of government, which I think we all can agree won't happen anytime soon, if ever.
Currently the fed manages for the stock market, which I think is a huge mistake. They should be focused on the economy and strong dollar. We are also way to reliant on the global supply chain which is putting us at a significant risk (think chips, pharma manufacturing, etc.) to war, famine, pestilence and disease.
In a perfect world I would:
1. Dramatically cut government spending
2. Immediately begin fixing the fed's balance sheet
3. Cut Taxes
4. Incentivize US based innovation and manufacturing
5. Incentive local food movement, soil health, healthy food
6. Regain our energy independence
They are taking the appropriate actions.....forecast a taper over the next few months. Unemployment still remains high, especially among certain demos, so interest rates are going nowhere anytime soon.
I agree with a lot of this but I'll pick out some disagreements.
1)I question how much inflation is due to too much money. I mean we heard about too much money after the financial crisis, and the inflation which would follow, but that inflation never happened. Like at all. I think it's a factor here, but the real issue is the global supply chain issues, which you do acknowledge.
2)On energy independence, we are currently exporting LNG all over the place, I think we are fine in terms of energy independence.
3)I do think the Fed has an eye on the stock market, but if you have an eye on the stock market you also have an eye on the economy. The low interest rates are economically favorable.
However drilling new natural gas wells has tanked. ST strength is one thing, but long term supply is another.
I imagine new wells tanked because in the years prior they were drilling them all over and thus supply had driven the price of nat gas down. Market saturation.
I'm not sure the current issues leading to these shortages Is it energy usage all of a sudden through the roof? Is it once again the supply chain?
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1, This issue predates the financial crisis, it was actually the cause of it imo. Greenspan started us on this path. After the crisis, which was primarily a financial engineering/liquidity crisis for the banks, was one of the few time you could argue it was needed. I also believe we have seen a lot of inflation, its just showing up in housing and the stock market. Now you are seeing it in staple products like food, which makes it more visible and acts as a regressive tax on the poor.
2. LNG is a very small percentage of total gas. 3% last time i checked, but its been a while. Biden admin has made it very difficult to drill new wells which is driving up the price.
3. They are linked over time but we are letting the tail wag the dog. The economy is much bigger than the public markets. If we manage the economy and the dollar well, then they stock market will follow. Currently we are printing $$ and most of it is ending up in financial assets. That's not a good long term strategy.
#1 is definitely the most important item on this list.
Interesting chat about everyone's favorite company!
Me too, always fun to run the #'s. I was beating the S&P YTD at the end of the summer (due to tech and growth). However, probably a little under the S&P after the last month.
I don't usually give stock tips on here, but I picked up more MO this morning. I've owned it over 25 years, and my original shares have a cost basis of $2.38. It has a current dividend yield of 7.9% and there's roughly .107 shares of BUD embedded in each share ($6 value). It will likely recombine with PM at some point, which is committed to being smoke free by 2030, but honestly, I'm okay with just reinvesting the dividends into more stock until I need the income stream. Each original share pays 151% of its cost back in dividends each year.
Twaddle. Ask Cathie to pull out her smart phone and touch the keyboard of her desk top and tell us how the demand for oil will disappear. Oh, and the 200,000,000 vehicles on the road with a fleet life expectancy of 8-9 year with 20,000,000-30,000,000 more sold this year,
I’m so done with CW. Eventually her little empire will come crashing down. Her crude oil comment is like saying automobiles are the covered wagons from the 1800’s because we’ll all be driving flying cars at some point. Which would probably be a correct prediction in 120 years.
yup
I went long 5k shares xom in the mid 30s and expect even more. I actually bought a bundle of oil and gas stocks around the same time. I"ve added to some and allocated away the ev
I like silver and looking at chpt long-term